Core Insights - The Shandong Provincial Development and Reform Commission has released the list of major industrial projects for the 2025 new and old kinetic energy conversion, with 13 projects from Qingdao City selected, ranking second in the province [1] Group 1: Industrial Support - The selected projects from Qingdao cover six industries: new generation information technology, high-end equipment, new materials, modern marine, health care, and cultural creativity, highlighting the city's strong industrial technology breakthroughs and commitment to green, low-carbon, high-quality development [3] - Among the selected projects, there are 4 in the new generation information technology sector, and 3 each in high-end equipment and health care sectors [3] Group 2: Technological Leadership - The selected projects encompass all three categories of innovation: 2 in major technological innovation, 2 in business model innovation, and 9 in scenario innovation [3] - Notably, 4 projects rank first in the province within their respective fields, including the "Integrated Governance Technology Research and Industrialization for Urban Emergency Safety" project [3] - The "Liquid Bulk Cargo Industrial Internet Platform" is the only project from the modern marine industry to be selected in the province [3] Group 3: Economic Benefits - The 13 selected projects have clear performance targets, with expected cumulative annual sales revenue of 1.5 billion yuan, annual profit of 200 million yuan, and annual tax revenue of 120 million yuan upon completion [3] - Additionally, these projects are anticipated to create over 1,200 new jobs [3] Group 4: Project Management - The Qingdao Development and Reform Commission will fulfill its responsibilities as the project supervisor, enhancing daily oversight, regularly monitoring project progress, and providing necessary support to ensure timely completion and achievement of performance targets [4]

站在潍坊港观景平台，海风裹着潮声扑面而来，自动化码头机械有序作业，远处潍坊滨海开发区化工产 业集群与蓝天白云相映成趣，一幅港口产业城市融合发展的画卷映入眼帘。 近年来，潍坊滨海开发区秉持港产城一体化发展理念，以国家一类对外开放口岸潍坊港为龙头，集约港 口功能布局，提升港口集散能级，推进区域产业链、供应链深度融合，以港口流量带动产业增量，构建 起港陆联通、产业聚集的港产城融合格局，打造环渤海港产城融合发展"潍坊样板"。 港口为基 筑梦亿吨大港新图景 渤海湾港潍坊港区正持续放大港口的枢纽节点功能、辐射带动作用，加速由"单一港口运营商"向"供应 链综合服务商"转型升级，吸引更多高端港航要素在潍坊滨海开发区集聚。今年以来，潍坊港区外贸集 装箱量同比增长80%，为潍坊滨海开发区外贸进出口逆势争先提供了强力支撑。 依托港口龙头带动作用，潍坊滨海开发区不断放大临港产业效能，大力提升优势产业能级，培育壮大新 兴产业，加快发展现代临港服务业，助推了新业态从无到有。目前，潍坊港区"散改集"作业货种数量达 36个，涵盖纯碱、脱硫石膏、化肥、轮胎、农药等多个行业领域。 据了解，潍坊港区着力推动与东北亚、东盟等国家的物流通道建设，深度 ...

Core Viewpoint - The Beijing Stock Exchange (BSE) and China Securities Index Co., Ltd. have jointly announced the launch of the North Certificate Specialized, Refined, Unique, and Innovative Index, which will officially start providing real-time market data on June 30, 2023, enhancing investment options and performance benchmarks for investors [1][2]. Group 1: Index Characteristics - The North Certificate Specialized, Refined, Unique, and Innovative Index will consist of the 50 largest companies from the "little giant" category listed on the BSE, reflecting the overall performance of specialized and innovative companies [2]. - The index aims to objectively reflect the operational status of specialized and innovative enterprises, incorporating unique features in liquidity thresholds and periodic adjustments [2]. - The index will exclude the bottom 30% of securities based on average daily trading volume to facilitate market investment, and will adjust samples semi-annually based on the Ministry of Industry and Information Technology's evaluation cycle [2][3]. Group 2: Sample Stocks and Performance - The initial sample includes 50 listed companies across key sectors such as biomedicine, high-end equipment manufacturing, new materials, and new-generation information technology, with a total R&D expenditure of 1.79 billion yuan in 2024, reflecting a 2.6% year-on-year increase [3]. - The selected companies are expected to achieve revenue and net profit growth of 8.6% and 9.6% respectively in 2024, with a three-year average compound annual growth rate of 10.4% in revenue [3]. - Notably, 27 stocks are included in both the North Certificate 50 Index and the new index, indicating strong market recognition of their innovation capabilities and growth potential [3]. Group 3: Market Impact and Future Outlook - The launch of the North Certificate Specialized, Refined, Unique, and Innovative Index is seen as a significant benefit for the BSE, potentially attracting billions of yuan in incremental funds [3][4]. - The index reflects the BSE's commitment to supporting innovative small and medium-sized enterprises, with over half of its listed companies classified as national-level "little giants" [5][6]. - The introduction of this index is expected to lead to the development of corresponding public fund products, providing new investment opportunities for retail investors [6].

证券研究报告·宏观报告·宏观深度报告 宏观深度报告 20250608 并购重组驶入"快车道"助力科技企业估值 提升 [Table_Summary] ◼ 政策红利密集释放 在资本市场加速发展的浪潮中，并购重组作为产业沿链补链的关键，直 接关乎创新产业发展机遇的把握和产业升级的进程。政策推进的节奏是 并购重组市场的关键驱动力。在此背景下，为了鼓励和活跃资本市场， 助力上市公司实现高质量发展，监管机构推出了一系列直击并购市场难 点痛点的举措，精准发力优化并购重组环境。 ◼ 本轮并购重组最新进展 ◼ 本轮并购重组成效和特点 央国企主导整合浪潮：本轮并购重组政策除了监管层面在积极推动，从 中央到地方的产业政策中也频频提及"国有企业"。从中央层面为国有 企业松绑，拓宽国有企业创新投资和并购重组的路径，是培育"耐心资 本"的必要手段。2025 年已完成的并购项目中，国有企业数量占比 50%， 金额占比 68%。国央企合并有望促进国有资本进一步向符合国家战略 的重点行业、关键领域和优势企业集中，推动国央企的产业结构调整升 级，优化国有资本的布局与资源配置，实现资源向维系国家安全、掌握 国民经济命脉和关乎国计民生的重要行业和关 ...

2024年12月29日，我国首艘设计拥有完全自主知识产权的 "深远海多功能科学考察及文物考古船——探 索三号"，顺利抵达三亚崖州湾科技城南山港公共科考码头，正式入列。海南日报全媒体记者 王程龙 摄 6月6日，三亚崖州湾科技城高新区(以下简称科技城高新区)的深层海水应用开发创新平台内，中国地质 调查局广州海洋地质调查局三亚南海地质研究所高级技术顾问王嘹亮正逐一检查已建成的示范性生产线车 摩托艇在三亚半山半岛附近海域驰骋。海南日报全媒体记者 王程龙 摄 位于陵水新村湾海域的深海养殖网箱。海南日报全媒体记者 袁琛 摄 间，思考着深层水示范开发应用布局。 "海南辖有我国最深的海区，在开发利用深层海水资源上具有独特优势。技术赋能，利用独特区位条件和 海水资源，海南有望在附加值高、经济效益突出的深层海水相关制品领域探索一条产业新路。"王嘹亮感叹 道。 当前，科技城高新区聚焦深海高端装备关键小件，以及深水油气资源、深远海可再生能源、深海矿产资 源等行业，积极汇聚深海科技研发、装备测试与总装、海上应用服务与运维保障等领域优势力量，着力打造 科技特色明显、产业优势突出的深海高端装备研发与应用产业示范园区，推动深海高端装备产业集 ...

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 ⌜ 投融概况 ⌟ 截至2025年6月6日18:00，本周融资事件共83起（不包括并购、定增），较上周减少了42起，融资金额总计约55.64亿元（谨慎估计），较上周增加了15.98 亿元。在所有融资事件中，本周融资金额在亿元及以上的融资事件有16起，较上周减少3起。本周公开退出案例19个，较上周减少16个。另外，本周有89 家机构参与了一级市场投资，较上周减少了56家。 本周已披露金额的融资事件48起，较上周减少17起，融资金额区间分布结构与上周变化不大，本周500万以下的融资事件3起，较上周减少1起；500 万-1000万（含1000万）融资事件合计21起，较上周减少4起；1000万-5000万（含5000万）融资事件为7起，较上周减少10起；5000万-1亿（含1亿）的融资 事件12起，较上周减少1起；1-5亿（含5亿）融资事件为4起，较上周减少1起；本周无 5亿-10亿（含10亿）融资事件；本周10亿元以上融资事件为1起。 数据来源：RimeData来觅数据 具体来看一下本周值得关注的热门投 ...

目前，长三角地区拥有国家先进制造业集群累计达26个、占中国总数的32.5%，涉及大飞机、生物医 药、新材料、高端装备等战略性新兴产业。当天，长三角先进制造业集群联盟揭牌，旨在以培育世界级 先进制造业集群为目标，发挥三省一市产业基础优势，因地制宜、优势互补、各展所长，在更大范围内 构建产业链供应链协作网络，推动先进制造业集群高质量发展。 论坛上，一批重点合作事项(项目)获签约，包括《长三角—长江经济带联动科技创新引领新质生产力发 展合作框架协议》《深化科技金融合作推动长三角一体化更高质量发展合作框架协议》《长三角大飞机 产业集群合作共建框架协议》等。(完) （文章来源：中国新闻网） 中新社南京6月7日电 第七届长三角一体化发展高层论坛、长三角一体化发展成果发布会7日在南京召 开。其间，长三角先进制造业集群联盟揭牌，一批重点合作事项(项目)进行签约。 2025年是长三角一体化发展上升为国家战略的第七年。作为中国经济发展最重要的引擎之一，2024年， 长三角地区生产总值(GDP)突破33万亿元(人民币，下同)、同比增长5.5%，长三角以不到中国4%的国土 面积，创造了中国近四分之一的经济总量；"万亿城市"增至9个， ...

6月6日晚间，北京证券交易所（以下简称"北交所"）发布北证专精特新指数（以下简称"北证专精特 新"，指数代码为899601）编制方案与样本股名单，拟于6月30日正式发布实时行情，以反映北交所专精 特新企业整体表现，为市场提供多维度投资标的和业绩基准。 此次公布的北证专精特新指数与北证50指数有27家公司重叠，此外，专精特新指数排除了北证50指数里 面的部分传统企业，更符合北交所专精特新的定位。 北证专精特新指数是继北证50指数之后，又一个表征北交所市场的重要指数，进一步丰富了投资者观测 维度。未来，北交所将持续完善指数体系，推出更多特色指数，服务多元化投资需求。 指数选取市值规模和流动性排名靠前的证券为样本 根据指数编制方案，北证专精特新在流动性筛选后，选取50只市值较大的专精特新"小巨人"上市公司证 券作为指数样本，以反映北交所上市专精特新企业整体运行情况，为市场提供投资标的和业绩比较基 准。 北交所作为服务创新型中小企业的主阵地，截至5月30日，聚集了138家专精特新"小巨人"企业，市值合 计4236.93亿元，占北交所总市值的53.25%，涵盖生物医药、高端装备制造、新材料、新一代信息技术 等重点领域， ...

Core Insights - The article highlights the economic vitality and industrial strengths of ten non-provincial cities in China, showcasing their unique contributions to regional economic development [1][2][3] Group 1: Economic Performance - Suzhou, with a GDP of 2.67 trillion yuan, has a significant industrial output of 4.7 trillion yuan and foreign trade volume of 2.62 trillion yuan, establishing itself as a leading industrial city [1] - Wuxi's economy, valued at 1.62 trillion yuan, is driven by a high-end equipment manufacturing sector contributing 66.3% to its industrial output, reflecting its high-quality development [1] - Foshan, known as the "Home Appliance Capital of China," has a GDP of 1.33 trillion yuan, with a strong private economy despite a slowdown in growth to 0.65% in 2024 [1][2] Group 2: Industrial Strengths - Quanzhou's economy, with a GDP of 1.31 trillion yuan, is characterized by a robust private sector, although it faces challenges due to limited financial deposits [2] - Nantong, with a GDP of 1.25 trillion yuan, showcases its strengths in construction and shipbuilding, benefiting from the Shanghai economic influence [2] - Dongguan's transformation from a "World Factory" to a "Smart Manufacturing City" is evident with a GDP of 1.22 trillion yuan and significant contributions from tech giants like Huawei and OPPO [2] Group 3: Regional Highlights - Yantai, with a GDP of 1.07 trillion yuan, emphasizes its marine economy, contributing one-third to its industrial output [2] - Changzhou, recognized as the "Capital of New Energy," has a GDP of 1.09 trillion yuan, with battery production accounting for 30% of the national capacity [2] - Tangshan, rebounding with a GDP of 1.0003 trillion yuan, shows an 8.3% growth in industrial added value, indicating a revival in northern industrial cities [2] Group 4: Overall Trends - The article notes that Jiangsu province leads with five cities, while Guangdong has two, highlighting the significant clustering effect in the eastern coastal regions [3] - The continuous efforts in industrial transformation and technological innovation are pivotal for these cities, contributing to the overall economic narrative of China's local economies [3]

朝希一直秉承以资产定规模的原则，目前一期主基金已完成全部投出；二期主基金已储备数十个项 目，并将在近期完成多笔出手。 自2015年成立以来，朝希始终坚持"以产业为本"的理念，长期专注于全球能源与科技领域的产业 投资，是业内为数不多的拥有产业并购和少数股权投资丰富经验的机构之一。朝希累计资产管理规 模达70亿元，已在材料、设备、电力电子、创新产品与服务等产业链环节布局超40家企业，培育 出5家独角兽企业，12家准独角兽企业，并有27家企业获"专精特新"、国家高新技术企业称号。在 朝希生态企业中，多家为细分赛道龙头企业，包括全球储能黑马企业海辰储能，领先光伏制造企业 正 泰 新 能 ， 海 外 户 用 储 能 龙 头 企 业 麦 田 能 源 ， 泛 半 导 体 高 端 制 造 装 备 头 部 企 业 拉 普 拉 斯 （688726.SH），泛半导体国产真空干泵企业通嘉宏瑞，泛半导体高端装备平台型企业合肥欣奕 华，生产过程质量检测高端装备企业双元科技（688623.SH），新型电力系统解决方案服务商电管 家等。 朝希资本近日完成二期人民币主基金的首关签约，规模为7亿元。这是继一期人民币主基金的超9 亿元募集后，朝希 ...